Purchases and Sales Made in Q1 2025 in Cornerstone Total Return Fund Inc (CRF)
This table provides information about the institutional ownership of Cornerstone Total Return Fund Inc (CRF) during Q1 2025. The information is specifically focused on institutions that hold shares of CORNERSTONE TOTAL RETURN FUND INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
997K+ 327.07% |
$7.15M - $9.07M
|
1.3M
$10.1M
|
|
|
May 05, 2025
Q1 2025
|
Tabor Asset Management, LP
New York, NY |
BUY
|
- |
369KNew |
$2.64M - $3.36M
|
369K
$2.85M
|
|
|
May 14, 2025
Q1 2025
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
369KNew |
$2.64M - $3.36M
|
369K
$2.85M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
113K+ 66.74% |
$810K - $1.03M
|
282K
$2.18M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
100K+ 122.55% |
$718K - $912K
|
182K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
87.2KNew |
$625K - $794K
|
87.2K
$674K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
67.4K+ 5.92% |
$483K - $613K
|
1.21M
$9.33M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
67.2K+ 30.48% |
$482K - $612K
|
288K
$2.22M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
62.4KNew |
$448K - $568K
|
62.4K
$483K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
51.4K+ 221.88% |
$369K - $468K
|
74.6K
$577K
|
|
|
May 15, 2025
Q1 2025
|
Ursa Fund Management, LLC
|
BUY
|
- |
50KNew |
$359K - $455K
|
50K
$387K
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
35KNew |
$251K - $319K
|
35K
$271K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
34KNew |
$244K - $309K
|
34K
$263K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
30KNew |
$215K - $273K
|
30K
$232K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
24.8KNew |
$178K - $225K
|
24.8K
$191K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
17.8KNew |
$128K - $162K
|
17.8K
$137K
|
|
|
Apr 24, 2025
Q1 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
17.1K+ 43.12% |
$122K - $155K
|
56.6K
$438K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
12.5KNew |
$89.8K - $114K
|
12.5K
$96.8K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.2KNew |
$87.3K - $111K
|
12.2K
$94.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
12KNew |
$86K - $109K
|
12K
$92.8K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
11.1K+ 48.43% |
$79.8K - $101K
|
34.1K
$264K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.2K+ 24.13% |
$51.6K - $65.5K
|
37K
$286K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
7.04K+ 5.07% |
$50.5K - $64.1K
|
146K
$1.13M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.32K+ 15.41% |
$45.3K - $57.5K
|
47.4K
$366K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.49K+ 0.87% |
$25K - $31.7K
|
406K
$3.14M
|
|
|
May 15, 2025
Q1 2025
|
Cable Car Capital LLC
San Francisco, CA |
BUY
|
- |
2.64K+ 0.4% |
$19K - $24.1K
|
663K
$5.12M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.02K+ 13.43% |
$14.5K - $18.3K
|
17K
$132K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2K+ 9.91% |
$14.3K - $18.2K
|
22.2K
$171K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.97K+ 4.37% |
$14.1K - $17.9K
|
46.9K
$363K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.64K+ 0.82% |
$11.8K - $15K
|
202K
$1.56M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.39K+ 1.8% |
$9.94K - $12.6K
|
78.5K
$607K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.23K+ 4.52% |
$8.85K - $11.2K
|
28.6K
$221K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.11K+ 5.09% |
$7.96K - $10.1K
|
22.9K
$177K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1KNew |
$7.17K - $9.1K
|
1K
$7.73K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
835+ 8.25% |
$5.99K - $7.6K
|
11K
$84.7K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
751+ 3.32% |
$5.38K - $6.83K
|
23.4K
$181K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
700+ 6.36% |
$5.02K - $6.37K
|
11.7K
$90.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
685+ 2.68% |
$4.91K - $6.23K
|
26.2K
$203K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
555New |
$3.98K - $5.05K
|
555
$4.29K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
539New |
$3.86K - $4.9K
|
539
$4.17K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
334+ 1.77% |
$2.39K - $3.04K
|
19.2K
$149K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
329+ 4.69% |
$2.36K - $2.99K
|
7.35K
$56.8K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
233+ 5.1% |
$1.67K - $2.12K
|
4.81K
$37.2K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
200New |
$1.43K - $1.82K
|
200
$1.55K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
17+ 5.67% |
$122 - $155
|
317
$2.45K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2+ 1.1% |
$14.3 - $18.2
|
184
$1.42K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-169- 1.01% |
$1.21K - $1.54K
|
16.6K
$128K
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-383- 0.01% |
$2.75K - $3.49K
|
2.66M
$20.6M
|